Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Concept Investwell - Legend Flexi
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
0.12%
6 Months
5.87%
0.78%
1 Year
2.35%
0.49%
3 Years
13.67%
—
5 Years
15.58%
—
Since Inception
16.64%
4.91%
Fund Age
5 yrs 6 mo
2 yrs 3 mo
AUM
₹756.71 Cr
₹1.52 Cr
Alpha – 1 Year
−0.63%
−2.49%
Alpha – 3 Years
1.78%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
16.48%
Volatility – 3 Years
14.36%
—
Beta – 1 Year
0.82
0.92
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
-0.33
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−13.58%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.28%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 64% · M 1% · S 35%
Number of Stocks
26
28
Portfolio P/E
34.08
22.45
Top 5 Holdings
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%